Wise Planning, Inc.
● SEC registered since 2019CRD 123821SEC# 801-114999
Reg. AUM
$610.3M
Employees
6
Accounts
805
Location
—
Wise Planning, Inc. assets under management
Wise Planning, Inc. is an investment advisory firm registered with the SEC. The firm has been registered since 2019. It reports $610.3 million in regulatory assets under management and employs 6 people.
Wise Planning, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Deborah Rose Wise Control | President And Chief Compliance Officer | Over 75% | 2005 |
| Robert Joseph Fairbrook | Vice President | Under 5% | 2014 |
Frequently asked questions
How much does Wise Planning, Inc. manage?
Wise Planning, Inc. reports $610.3 million in regulatory assets under management on its Form ADV.
How many employees does Wise Planning, Inc. have?
Wise Planning, Inc. reports 6 employees.
Does Wise Planning, Inc. disclose fund performance?
Wise Planning, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 847-834-9473 |
| Fax | 312-577-0403 |
| Office hours | By Appointment Only |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$610.3M▲ 31%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 43%
Larger than 57% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$610.3Mregulatory AUM
Discretionary $0Non-discretionary $610.3M